Lsb Industries, Inc. (LXU)
NYSE:LXU
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LXU Stock Chart & Stats
$13.61
-$0.19(-2.42%)
At close: 4:00 PM EST
$13.61
-$0.19(-2.42%)
Day’s Range― - ―
52-Week Range$7.02 - $17.22
Previous CloseN/A
Volume76.43K
Average Volume (3M)1.30M
Market Cap
$960.16M
Enterprise Value$1.40B
Total Cash (Recent Filing)$181.68M
Total Debt (Recent Filing)$484.16M
Price to Earnings (P/E)13.8
Beta0.75
Next Earnings
Jul 29, 2026EPS Estimate
0.29Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.63
Shares Outstanding71,922,090
10 Day Avg. Volume1,040,960
30 Day Avg. Volume1,298,306
Financial Highlights & Ratios
PEG Ratio-0.11
Price to Book (P/B)1.18
Price to Sales (P/S)1.00
P/FCF Ratio34.07
Enterprise Value/Market Cap1.45
Enterprise Value/Revenue2.18
Enterprise Value/Gross Profit11.11
Enterprise Value/Ebitda8.63
Forecast
1Y Price Target
$15.33Price Target Upside12.66% Upside
Rating ConsensusHold
Number of Analyst Covering3
EPS Forecast (FY)1.3
Revenue Forecast (FY)$712.68M
Bulls Say, Bears Say
Bulls Say
Balance-sheet StrengthLeverage has fallen materially to ~0.07 debt/equity from prior years above 1.0, with sizable equity (~$543M). This materially reduces refinancing/default risk, increases financial flexibility to fund turnarounds, CCS and brownfield growth, and supports shareholder actions during cyclic troughs.
Free Cash Flow GenerationTTM operating cash flow and FCF are robust, with free cash flow exceeding net income (~1.15x). Strong cash conversion funds sustaining capex, turnaround costs, de-risks investments like CCS and enables opportunistic buybacks or M&A without reliance on external funding.
Operational Reliability And ExecutionTargeted reliability and efficiency investments have raised production rates and improved product mix, enabling the company to capture tight market pricing and deliver consecutive quarters of >$50M EBITDA. This operational momentum supports more durable margins when markets are favorable.
Bears Say
Earnings CyclicalityBusiness economics are tightly linked to commodity cycles, natural gas costs and global supply disruptions, producing volatile revenue and margins. That variability weakens predictability of cash flow and makes capital allocation and margin sustainability contingent on favourable commodity and supply conditions.
Scheduled Turnarounds And Production RiskPlanned maintenance reduces output and raises near-term costs; recurring scheduled turnarounds (El Dorado, Pryor) can compress sales volumes and margins across quarters. Repeated downtime risk complicates meeting annual targets and increases the need for working capital and contingency cash.
Material Legal ExposureAn active legal case with potential damages >$300M creates substantive contingent liability and cash-flow uncertainty. Adverse outcomes could materially affect liquidity, divert management focus, and constrain strategic moves despite current strong cash balances and low leverage.
Lsb Industries News
LXU FAQ
What was Lsb Industries, Inc.’s price range in the past 12 months?
Lsb Industries, Inc. lowest stock price was $7.02 and its highest was $17.21 in the past 12 months.
What is Lsb Industries, Inc.’s market cap?
Lsb Industries, Inc.’s market cap is $960.16M.
When is Lsb Industries, Inc.’s upcoming earnings report date?
Lsb Industries, Inc.’s upcoming earnings report date is Jul 29, 2026 which is in 68 days.
How were Lsb Industries, Inc.’s earnings last quarter?
Lsb Industries, Inc. released its earnings results on Apr 29, 2026. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.14.
Is Lsb Industries, Inc. overvalued?
According to Wall Street analysts Lsb Industries, Inc.’s price is currently Undervalued.
Does Lsb Industries, Inc. pay dividends?
Lsb Industries, Inc. does not currently pay dividends.
What is Lsb Industries, Inc.’s EPS estimate?
Lsb Industries, Inc.’s EPS estimate is 0.29.
How many shares outstanding does Lsb Industries, Inc. have?
Lsb Industries, Inc. has 71,922,090 shares outstanding.
What happened to Lsb Industries, Inc.’s price movement after its last earnings report?
Lsb Industries, Inc. reported an EPS of $0.27 in its last earnings report, beating expectations of $0.13. Following the earnings report the stock price went down -1.974%.
Which hedge fund is a major shareholder of Lsb Industries, Inc.?
Currently, no hedge funds are holding shares in LXU
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Lsb Industries Stock Smart Score
Neutral
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10
Analyst Consensus
Hold
Average Price Target:
$15.33 (12.66% Upside)
$15.33 (12.66% Upside)
Blogger Sentiment
Bullish
LXU Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 290.0K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $72.6M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 4.0%
Last 30 Days ▼ 5.6%
Last 30 Days ▼ 5.6%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
84.13%
12-Months-Change
Fundamentals
Return on Equity
8.91%
Trailing 12-Months
Asset Growth
1.31%
Trailing 12-Months
Company Description
Lsb Industries, Inc.
LSB Industries, Inc. engages in the manufacture, marketing, and sale of chemical products. The company provides nitrogen-based fertilizers, such as ammonia, fertilizer grade ammonium nitrate (HDAN), and urea ammonia nitrate for fertilizer and fertilizer blends for corn and other crops, and NPK fertilizer blends applications. It also offers high purity and commercial grade ammonia, high purity ammonium nitrate, sulfuric acids, mixed nitrating acids, carbon dioxide, and diesel exhaust fluids, as well as concentrated, and blended and regular nitric acids for various applications, including semi-conductor and polyurethane intermediates; pulp and paper, alum, water treatment, metals, and vanadium processing; power plant emissions abatement, water treatment, refrigerants, and metals processing; exhaust stream additive, and horticulture/greenhouse applications; and refrigeration. In addition, the company provides industrial grade ammonium nitrate, ammonium nitrate, and HDAN solutions for ammonium nitrate fuel oil and specialty emulsions for mining, surface mining, quarries, and construction applications. It sells its products through distributors, as well as directly to end customers in the United States, Mexico, and Canada. The company serves to the agricultural, industrial, and mining markets. LSB Industries, Inc. was founded in 1968 and is headquartered in Oklahoma City, Oklahoma.
LXU Company Deck
LXU Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized significant operational progress, strong quarterly financial results (adjusted EBITDA +44% YoY), solid cash generation and balance-sheet strength, along with market dynamics that are supporting favorable pricing. Key near-term negatives include scheduled turnarounds (El Dorado ~35k tons outage and $15–$20M in costs), higher operating costs that partially offset gains, ongoing legal exposure versus Leidos, and persistent global supply-chain and import risks that keep the market uncertain. Management expects continued improvement, meaningful free cash flow, and opportunities to invest in growth supported by market tailwinds and potential government support.View all LXU earnings summariesLXU Stock 12 Month Forecast
Average Price Target
$15.33
▲(12.66% Upside)
Technical Analysis
Ownership Overview
18.73% Insiders
11.86% Mutual Funds
20.29% Other Institutional Investors
35.54% Public Companies and
Individual Investors